Features
Key Book
A new Key Book feature has been added to the Lettings section. This report will show all key bunches recorded on the system and the current status of those, including any that are yet to be checked out of the system. The new report is also filterable by Status, Type, Branch or Property Manager.
HTML Email Signatures
We've built a new function to improve the usability of HTML signatures on staff profiles when sending emails through agentOS. In the Actions of a staff profile, we've added a new option for Upload HTML Signature, where HTML can be entered and uploaded. Once this process is completed, the completed signature will then appear in the Email and Documentation Signature section of that staff profile, where further amendments can be made as required.
IP Filtering
The option to set up IP Filtering has been added to agentOS, and made available to users at the Owner access level.
Improvements
Tenancy Brochures & Window Displays
The restriction on the tenancy stage that a Brochure or Window Display could be created has been removed. Previously these were only available while a tenancy was Advertised or Let Agreed, these are now available at all stages, regardless of advertised status.
Appointment Notification Notes
Any Appointment Notifications sent by Email or SMS will now record in the Notes of the recipient, and in the Notes of the sending staff member.
Arrange Access Email Templates
We've added the option to add and edit existing Email Templates for use with Arrange Access that were previously unavailable. To add any additional Arrange Access templates, please use the Person Type of Access to Property and the Template Type for Arrange Access.
Contractor Company Name Field
The limit on the Company Name field in Contractor profiles has been expanded to 100 characters.
Documentation Tags
New documentation tags have been added to allow the inclusion of Council Tax Band, Council Tax Exempt, and Domestic Rates (Northern Ireland).
Associated Agents Contractor Status
A new Status has been added to Associated Agents on Sales, allowing you to select Contractor.
Opening Hours
Branch Opening Hours can now be adjusted by anyone on the Owner access level by going to Branch > Actions > Set Opening Hours.
The set hours will then be visible in the Branch details.
Bugs/Defects
Email Template Incorrect Sending Email
An issue some users were experiencing where email templates were sent from the default email address instead of the selected one has now been resolved.
Property Block Linked Room Details
A bug where room details would be incorrectly added to a Property Block has been fixed.
Work Items Incorrectly Linking
An issue where some work items were linking to the incorrect user has been resolved.
Spelling Errors and Naming
Some spelling errors and incorrect system naming issues have been resolved in this release.
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